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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,186 | $47,479-89.1% | $62,929-91.8% | $82,448-93.7% |
| Participation rate | 83.5% | 66.9%+16.7pp | 73.1%+10.4pp | 68.1%+15.5pp |
| Annual return | 23.14% | 20.34%+2.8pp | 1063.93%-1040.8pp | 41.64%-18.5pp |
| Employer contribution / active EE | $1,231 | $1,885-34.7% | $2,505-50.8% | $2,551-51.7% |
| Participant deferral / active EE | $2,171 | $2,870-24.4% | $3,888-44.2% | $4,139-47.5% |
| Admin fee / account holder | $818 | $3,804-78.5% | $5,065-83.9% | $7,234-88.7% |